Manchester rooftop view Andrew Aitchison/Getty Images

Verso il potenziamento dell’area manifatturiera

LONDRA – Qualche giorno fa, il Presidente eletto degli Stati Uniti, Donald Trump, ha usato Twitter (il suo mezzo preferito) per dichiarare che non ha bisogno del permesso della Cina per contattare Taiwan visto che la Cina non ha chiesto il permesso di svalutare la sua moneta. In quel momento la mia speranza che lo scompiglio dell’elezione di Trump sarebbe stata economicamente vantaggiosa per gli Stati Uniti è diminuita.

Credo che le economie avanzate abbiano bisogno di una scossa per superare il malessere post 2008 e l’eccessivo affidamento a delle politiche monetarie accomodanti. Vista la propensione di Trump a scuotere le cose, sembrava un buon candidato per portare avanti quest’obiettivo. Ma per aiutare effettivamente gli Stati Uniti, lo stravolgimento di Trump dovrebbe focalizzarsi sugli aspetti essenziali dell’economia e non sulle derive semplicistiche (e spesso false) del populismo.

A giudicare dalle accuse contro la Cina, sembra che Trump stia semplicemente agitando le acque e facendo innervosire i suoi sostenitori, senza avanzare alcun tipo di agenda costruttiva. Dopotutto, qualsiasi osservatore ragionevole della Cina, compresi gli stessi consiglieri di Trump con i quali ho lavorato in passato, sa che è da un po’ che il paese non svaluta la sua moneta.

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